Complete Submission Package
The following is a list of information and forms necessary to set up a bond line. We can start the process with as little as your most recent fiscal year-end financial statement. The information requested in the Bond Kit Cover Letter with Checklist simply helps the underwriters better understand you and your business as well as allows us to provide you with the best facility possible.
Bond Kit Cover Letter with Checklist
Bond Request Form
Bank Information
Contractors Background Information
Personal Financial Statement
Work in Progress (Simple)
Work in Progress (Detailed)
Additional Information Needed
Business Financial Statements
Provide a copy of the company’s fiscal year-end financial statements for the last three years. An independent accounting firm must prepare these statements. If the most recent year-end statement is older than six months, please include an interim statement.
Resumes
Please provide resumes for all owners and key employees.
Current Certificate of Insurance
Please provide a current certificate of insurance.
References
Please include letters of reference from suppliers and previous jobs.
Brochure of Company
If available, please provide a company brochure.
